The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SCHQ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHQ"
Use Arkolith to show who owns SCHQ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | $30.7M | 976K | ▼−41% Reduced · −669K sh | Q1 2026 | |
| 2 | Tidal Investments LLC | $21.2M | 676K | ▲+113% Added · +359K sh | Q1 2026 | |
| 3 | Summit Financial, LLC | $5.9M | 189K | ▲+115% Added · +101K sh | Q1 2026 | |
| 4 | Envestnet Portfolio Solutions, Inc. | $2.8M | 91K | ▼−29% Reduced · −37K sh | Q1 2026 | |
| 5 | BANK OF NOVA SCOTIA | $2.1M | 68K | —Held | Q1 2026 | |
| 6 | Sequoia Financial Advisors, LLC | $2.0M | 62K | ▼−26% Reduced · −21K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $1.8M | 58K | ▼−20% Reduced · −14K sh | Q1 2026 | |
| 8 | Waverly Advisors, LLC | $1.7M | 55K | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 9 | Mutual Advisors, LLC | $1.7M | 53K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 10 | NorthRock Partners, LLC | $1.5M | 49K | ▼−25% Reduced · −17K sh | Q1 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.5M | 48K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.4M | 45K | ▲+165% Added · +28K sh | Q1 2026 | |
| 13 | CWM, LLC | $1.2M | 39K | ▼−3.4% Reduced · −1K sh | Q1 2026 | |
| 14 | IFP Advisors, Inc | $977K | 31K | ▲+48% Added · +10K sh | Q1 2026 | |
| 15 | Integrated Wealth Concepts LLC | $689K | 22K | ▲New +22K sh | Q1 2026 | |
| 16 | Regal Investment Advisors LLC | $673K | 21K | ▼−29% Reduced · −9K sh | Q1 2026 | |
| 17 | Strategic Blueprint, LLC | $651K | 21K | ▼−2.8% Reduced · −590 sh | Q1 2026 | |
| 18 | EXENCIAL WEALTH ADVISORS, LLC | $511K | 16K | ▲+0.3% Added · +51 sh | Q1 2026 | |
| 19 | Bryn Mawr Trust Advisors, LLC | $463K | 15K | ▼−17% Reduced · −3K sh | Q1 2026 | |
| 20 | RITHOLTZ WEALTH MANAGEMENT | $339K | 11K | ▲New +11K sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $295K | 9K | ▼−82% Reduced · −42K sh | Q1 2026 | |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $263K | 8K | ▲+73% Added · +4K sh | Q1 2026 | |
| 23 | Orion Porfolio Solutions, LLC | $249K | 8K | ▼−59% Reduced · −12K sh | Q1 2026 | |
| 24 | Compound Planning, Inc. | $232K | 7K | ▲New +7K sh | Q1 2026 | |
| 25 | GeoWealth Management, LLC | $179K | 6K | ▼−45% Reduced · −5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 36 funds | $9.0B |
| BROADCOM INCAVGO | 36 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 36 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 36 funds | $2.7B |
| ISHARES CORE MSCI EAFE ETFIEFA | 36 funds | $2.7B |
| TESLA INCTSLA | 36 funds | $2.6B |
| ELI LILLY & COLLY | 36 funds | $2.4B |
| EXXON MOBIL CORPXOM | 36 funds | $2.3B |
| VISA INC-CLASS A SHARESV | 36 funds | $1.7B |
| CHEVRON CORPCVX | 36 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $1.7B |
Ranked by how many of SCHQ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.